VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,290 | -15.5% | 23,193 | -11.5% | 0.01% | -14.3% |
| Q2 2023 | $1,469,072 | -9.6% | 26,196 | -11.0% | 0.01% | -12.5% |
| Q1 2023 | $1,625,437 | +6.0% | 29,441 | -0.7% | 0.02% | 0.0% |
| Q4 2022 | $1,533,085 | +47.0% | 29,642 | +30.1% | 0.02% | +33.3% |
| Q3 2022 | $1,043,000 | -7.5% | 22,787 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $1,128,000 | -14.7% | 21,851 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $1,323,000 | -4.3% | 22,150 | +1.9% | 0.01% | -7.7% |
| Q4 2021 | $1,382,000 | +5.7% | 21,745 | +5.2% | 0.01% | 0.0% |
| Q3 2021 | $1,308,000 | -3.3% | 20,676 | +0.5% | 0.01% | -7.1% |
| Q2 2021 | $1,352,000 | +4.8% | 20,580 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $1,290,000 | +14233.3% | 20,580 | +9794.2% | 0.02% | – |
| Q1 2020 | $9,000 | -47.1% | 208 | -32.5% | 0.00% | – |
| Q4 2019 | $17,000 | +142.9% | 308 | +144.4% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | -87.3% | 126 | -87.5% | 0.00% | -100.0% |
| Q3 2017 | $55,000 | -6.8% | 1,005 | -24.2% | 0.00% | 0.0% |
| Q2 2016 | $59,000 | – | 1,325 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHERRYDALE WEALTH MANAGEMENT, LLC | 307,193 | $17,804,895 | 9.29% |
| CATALYST PRIVATE WEALTH, LLC | 87,897 | $5,094,515 | 2.39% |
| B.O.S.S. Retirement Advisors, LLC | 72,853 | $3,899,091 | 0.88% |
| Apella Capital, LLC | 174,926 | $9,965,532 | 0.56% |
| Wiser Wealth Management, Inc | 26,129 | $1,488,578 | 0.54% |
| LYNCH & ASSOCIATES/IN | 30,670 | $1,777,604 | 0.43% |
| LBJ Family Wealth Advisors, Ltd. | 9,918 | $575 | 0.40% |
| Diversified Trust Co | 163,460 | $9,474,175 | 0.32% |
| FC Advisory LLC | 11,898 | $689,598 | 0.27% |
| Selective Wealth Management, Inc. | 8,912 | $507,717 | 0.26% |